RA
Rise Advisors Portfolio holdings
AUM $226M
AUM
$226M
AUM Growth
+$18.4M (+9%)
Cap. Flow
+$29.3M
Cap. Flow % of AUM
12.95%
Top 10 Holdings %Top 10 Hldgs %
63.93%
Holding
1,582
New
463
Increased
382
Reduced
582
Closed
80
Top Buys
| 1 | $4.8M | |
| 2 | $4.32M | |
| 3 | $4.12M | |
| 4 | $3.63M | |
| 5 | $3.41M |
Top Sells
| 1 | $2.55M | |
| 2 | $528K | |
| 3 | $178K | |
| 4 | $161K | |
| 5 | $131K |
Sector Composition
| 1 | Technology | 7.6% |
| 2 | Financials | 5.8% |
| 3 | Consumer Discretionary | 3.39% |
| 4 | Healthcare | 2.99% |
| 5 | Industrials | 2.89% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $7.31K | 0% | 71 | New | +$7.31K | |||
| $7.31K | 0% | 46 -8 | -15% | -$1.27K | |||
| $7.31K | 0% | 837 | New | +$7.31K | |||
| $7.31K | 0% | 715 | New | +$7.31K | |||
| $7.28K | 0% | 139 | New | +$7.28K | |||
| $7.26K | 0% | 993 | New | +$7.26K | |||
| $7.24K | 0% | 1 -1 | -50% | -$7.24K | |||
| $7.23K | 0% | 162 | New | +$7.23K | |||
| $7.22K | 0% | 69 | New | +$7.22K | |||
| $7.21K | 0% | 218 +12 | +6% | +$397 | |||
| $7.14K | 0% | 198 | New | +$7.14K | |||
| $7.13K | 0% | 505 | New | +$7.13K | |||
| $7.1K | 0% | 1,136 -361 | -24% | -$2.26K | |||
| $6.95K | 0% | 119 | New | +$6.95K | |||
| $6.93K | 0% | 113 | New | +$6.93K | |||
| $6.83K | 0% | 300 | – | – | |||
| $6.78K | 0% | 265 | New | +$6.78K | |||
| $6.63K | 0% | 261 -1,486 | -85% | -$37.7K | |||
| $6.57K | 0% | 43 | New | +$6.57K | |||
| $6.51K | 0% | 582 +71 | +14% | +$794 | |||
| $6.44K | 0% | 283 | New | +$6.44K | |||
| $6.37K | 0% | 168 -30 | -15% | -$1.14K | |||
| $6.35K | 0% | 552 +226 | +69% | +$2.6K | |||
| $5.95K | 0% | 312 -395 | -56% | -$7.54K | |||
| $5.94K | 0% | 438 | New | +$5.94K |
